90 +
Investors
$ 50 M +
Loans
$ 2.5 M +
Investor Distributions
*As of January 30th, 2024
WHY ACADEMY FUND
Is this investment right for you?
Oversight & Sophistication
The Fund and its assets are custodied at Millennium Trust Company and an SEC Investment Advisor is the Advisor to the Fund.
Return on Investment
The income is fixed and can be paid monthly or reinvested. The annual rate is between 8.5% and 10% depending on the amount of your investment.
Supercharge your Savings
Our loans produce monthly income and can be a very good fit for your self-directed IRA.
Liquid Investment
If access to your money is important, the Fund does not impose a lock-up period.
Diversification
Another strategy to reduce risk is to invest in a diversified portfolio. Our strategy is to provide a portfolio of dozens of loans.
Safety
If preservation of your wealth is important to you, the Fund is secured by first lien position loans. Our loans are senior to all other debt as well as equity.
Academy Fund Highlights
$ 250,000 +
10%
Rate of Return
$ 50,000 +
8.5%
Rate of Return
$ 100,000 +
9.25%
Rate of Return
Key Benefits
Support Veteran entrepreneurs (Bonus!)
Tax savings through a self-directed IRA
Protect from inflation
Diversify from equities
Preserve your capital
How does the Academy Fund compare to others?


DATA SOURCE: MORNINGSTAR AND IBBOTSON
Our Impact
SEE WHAT PEOPLE ARE SAYING

Explore the Investment Opportunity
Begin by reviewing our investment documents to understand the potential of the Academy Fund. Engage with our team to gain deeper insights and resolve any queries.
Ready to take the next step?
Access our investment details on our Localvest deal tile or arrange a personalized discussion.
1.
Confirm Your Accredited Investor Status
As part of our commitment to regulatory compliance under Regulation D 506c, we require verification of your status as an accredited investor. This can be achieved through one of three methods:
-
Utilizing a trusted third-party online verification service.
-
Verification through your personal attorney, CPA, or investment advisor.
-
In-house verification by our team.
Please contact Amanda Dawson, who will guide you through the process. You can reach Amanda at amanda@academyfund.com
or (703) 348-0156.
2.
Fund Your Investment
Upon successful verification as an accredited investor, the next step is to complete the Subscription Agreement. This will be sent to you via DocuSign, along with detailed instructions for funding your investment in the Academy Fund. Your participation is confirmed once these steps are completed, marking the beginning of your investment journey with us.
3.
Our 3 Step Investment Process
READY TO INVEST?

The fund described is open to “accredited investors” only, through an offering made in accordance with Regulation D, Rule 506c of the Securities Act of 1933, as amended. In purchasing securities through a 506c offering, we are obligated to verify and participating investors status as an “accredited investor” in accordance with Rule 501 of Regulation D. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The fund’s offering documents may be obtained by contacting us. Please read the offering documents carefully before you invest. The articles and other information describing our business may change and we are under no obligation to update or advise as to these changes. The information on this website is provided for convenience only , is not investment advice and may not be relied upon in considering an investment in the fund. Prospective investors may rely only upon the fund’s confidential Private Placement Memorandum and Operating Agreement. Further information on how yields are calculated are including in offering documents. We do not make representations as to the accuracy completeness of the information contained on this website and undertake no obligation to update the information. Past performance is not an indicator of any future results. All investments contain risk and may lose value. This does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory service in any country or jurisdiction in which such offer or solicitation is not permitted by law.